Client Onboarding for Corporate Services (Bank Accounts department)

Flag Theory helps business owners, investors, location independent entrepreneurs, cross-border SMEs and large multinational corporations structure their businesses and finances internationally by providing international structuring consulting, company incorporation, banking and immigration by investment solutions in a variety of jurisdictions.
We provide honest and unbiased internationalization intelligence tailored to your business and personal circumstances and your specific industry, covering the most relevant international business and financial hubs worldwide.
By understanding your needs, concerns and priorities and leveraging our international structuring expertise and our global network of partners – we empower you to seamlessly run your business, legally minimize your tax burden and paperwork, increase your bottom line, protect your assets, find attractive business, investment and lifestyle options, and, ultimately, ensure your freedom and prosperity.

Job Responsibilities

• Take over closed deals from sales department and assist clients with onboarding - bank account opening (potentially also company incorporations)

• Handhold clients in correctly filling KYC forms and documentation specific to each jurisdiction and bank 

• Ensure fast paced and uninterrupted support to clients via email or phone as needed

• Vendor communication for timely delivery of our clients’ service

• Create and maintain documentation for the processes you own

• Improve client response rates as well as client satisfaction with Flag Theory
   

Requirements / Must Have

• 
  Previous experience in a B2B customer success / client onboarding role 3+ years 

• Previous experience in corporate services business 

• Previous experience working in a banking environment, with customers

• Good understanding of KYC processes; experience working with KYC processes 

• Self motivated to learn new skills

• Empathy

• Proactiveness

• Self-Starter Type

• Ability to self organize based on priorities

• Listen, Learn, Grow mindset

• Excellent command of English  - written and spoken

• Ability to overlap with European morning till early afternoon business hours

• Must be located in Europe or European timezones

• Experience working remote 6+ months
  

 Nice to Have

• Experience working with KYC processes for company incorporations and / or bank account opening (big plus)

• Experience working with Hubspot and a customer support tool such as HelpScout

• Fluent in other international languages such as Spanish, German, Chinese, Russian (NOT Mandatory)
   

Benefits

Work from anywhere, on a flexible schedule, part of a fully remote team

Compensation based on experience 

Paid vacation days